What are the responsibilities and job description for the Insurance Investment Product Specialist position at Careers with M?
M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals’ expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M’s solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support. We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions.
The Insurance Investment Product Specialist serves as a product champion and advocate within the M Community. As a key member of the M Wealth Solutions organization, the person in this position combines extensive technical product and investment knowledge with a deep understanding of the life insurance and annuity marketplace and strong presentation skills to position products within the Member Firm community.
Responsibilities:
- Provide leadership, set strategic direction and oversee execution of the plan to bring efficiencies to the business utilizing third party systems and bringing structure to the overall business
- Work with the Insurance Solutions Product Team to develop differentiated solutions for M Member Firms
- Collaborate with advisors to create solutions to meet their clients' investment strategy and drive asset growth
- In collaboration with M Wealth, develop new investment solutions that meet the needs and objectives of M's insurance products, including annuities, VUL, and PPLI
- Partner with internal teams and industry contracts to analyze competitors' products and identify areas of differentiation and competitive advantage
- Partner with Marketing creating a compelling story around our product solutions
- Leverage the knowledge and expertise of the M Wealth team and key partners to develop messaging on economic trends, economic outlooks and financial market performance
- Partner with asset management partners to source intellectual capital to promote and support our investment offerings within the Member Firm community
- Deliver in-person and webinar presentations to Member Firms highlighting our capabilities and offerings
- Working with Marketing to elevate the recognition and perception of our brand, product solutions and investment expertise
Qualifications:
- Bachelor's degree in finance, economics or related field, or equivalent combination of education and experience; master's degree in finance preferred
- FINRA Series 7 and 66 required (or must obtain within 180 days of hire)
- 7-10 years' experience in insurance industry with roles or duties involving investment management
- Experience in developing and implementing investment-related strategies and plans
- Deep knowledge of Variable Universal Life and Private Placement Life Insurance products and how investment products fit within
- Contemporary knowledge of investments, from a product, service, marketing, and distribution perspective, in the high-net-worth marketplace
- Strong analytical and problem-solving skills
- Proficiency in industry tools including FactSet, Y Charts, Morningstar, FactSet
- Demonstrated attention to detail and accuracy in work required
- Excellent oral and written communication skills
- Proven ability to track, prioritize, and report on the status of multiple projects
Job Conditions & Environment
- This position is based on-site at our offices in Uptown at the Quad in Dallas, TX with the flexibility to work one day remotely
- Normal office environment/ desk assignment
- Travel 25% of the time
- Extensive use of PC's, computer terminal, display, keyboard, and mouse
- Extensive hands-on work with documents, spreadsheets, and other written documents
This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position’s activities and requirements, management reserves the right to modify, add or remove duties as necessary.
M Financial is proud to be an equal opportunity workplace
